ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,840,600 | +364.0% | 114,029 | +384.4% | 0.00% | – |
| Q2 2023 | $1,474,137 | -88.1% | 23,541 | -88.2% | 0.00% | -100.0% |
| Q1 2023 | $12,356,237 | +31.1% | 199,455 | +22.5% | 0.00% | +50.0% |
| Q4 2022 | $9,423,732 | +1334.4% | 162,815 | +1162.1% | 0.00% | – |
| Q3 2022 | $657,000 | -97.6% | 12,900 | -97.4% | 0.00% | -100.0% |
| Q2 2022 | $27,782,000 | -6.5% | 487,132 | +10.1% | 0.01% | -12.5% |
| Q4 2020 | $29,717,000 | +1004.7% | 442,276 | +849.7% | 0.01% | +700.0% |
| Q3 2019 | $2,690,000 | -83.5% | 46,568 | -82.8% | 0.00% | -85.7% |
| Q3 2018 | $16,323,000 | +799.3% | 270,644 | +637.3% | 0.01% | +250.0% |
| Q1 2016 | $1,815,000 | – | 36,708 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |